Wertpapierdatensatz · archiviertes Quartal
FDIS
Name ausstehend – Profil wird eingelesen
52Erfasste Halter
+1Δ Inhaber
5.20MGehaltene Aktien
$532.07MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.0% ·
Aktienfluss +1.1% ·
neue Nettopositionen +1.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +2 | 3.69M | $379.11M | +4 | −2 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | — |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | — | — |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | — | −1 |
| Q2 2024 | 4 | — | 155.22K | $12.57M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 5 | Charles Schwab Investment… | 1.25M | — | $127.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 212.09K | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 156.29K | — | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 133.44K | — | $13.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 120.72K | — | $12.33M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 71.15K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 67.42K | -1.7% | $6.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | Stifel Financial Corp | 60.66K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 60.66K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 57.90K | +135.4% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 56.80K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 55.19K | — | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 53.32K | +11.5% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 38.13K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 35.48K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 22.85K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 22.85K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 22.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 22.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 22.11K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 14.77K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 13.89K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Raymond James Financial Inc | 13.89K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 12.85K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 8.02K | — | $837,223 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Hrt Financial Lp | 7.13K | — | $728,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Creative Planning | 6.55K | — | $668,910 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 6.28K | Neu | $641,565 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 6.24K | — | $637,630 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 5.11K | — | $521,798 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 4.69K | — | $479,497 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 4.46K | — | $455,451 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 4.46K | — | $455,451 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 4.13K | — | $422,169 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 2.88K | — | $294,323 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Franklin Resources Inc | 2.88K | — | $294,119 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 2.88K | — | $294,119 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Corient Private Wealth LP | 2.52K | — | $257,343 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Marshall Wace ✦ | 2.49K | -82.1% | $254,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Marshall Wace ✦ | 2.49K | -82.1% | $254,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Jane Street Group, Llc | 2.19K | — | $223,322 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 1.97K | — | $201,153 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 1.37K | — | $140,164 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Deutsche Bank Ag\ | 847 | — | $86,530 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 284 | — | $29,013 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Fifth Third Bancorp | 257 | — | $26,255 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 257 | — | $26,214 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | — | $25,540 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 171 | — | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Blair William & Co/Il | 171 | — | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | BlackRock ✦ (passiv) | 100 | +9900.0% | $10,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Cwm, Llc | 94 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Us Bancorp \De\ | 54 | — | $5,517 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Point72 Asset Management | $641,565 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 229 Inhaber, 7.51M Anteile, $682.53M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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